Table of Contents

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  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Managing Many-to-Many Relationships
  10. Configuring Search
  11. Configuring Workflow Tasks and Triggers
  12. Configuring Security and Data Filters for Business Entities
  13. Integrating Data as a Service
  14. Configuring External Calls
  15. Designing the Data Director User Interface
  16. Localizing Data Director
  17. Provisioning Tool Frequently Asked Questions

Matching Records (Advanced)

Matching Records (Advanced)

The Matching Records component with advanced features is a primary component that displays a merge comparison panel. Add the Matching Records (Advanced) component to a custom Matching Records view layout or merge task layout.
Data Director
users use the Matching Records (Advanced) component to add potential duplicate records or override or promote values to contribute to the master record. Then preview the master record and merge the open record with the duplicate records.
The advanced features allow users to view, override, and promote values at the root and child levels of the record. To only allow users to promote values in the root levels, use the Matching Record component.
The following image shows a sample Matching Records (Advanced) component in
Data Director
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